Vanguard Group Inc. Sells 1,039,159 Shares of Option Care Health, Inc. $OPCH

Key Points

• Vanguard Group reduced its stake in Option Care Health by 5.9%, selling 1,039,159 shares and now holds 16,647,553 shares (about a 10.49% stake) valued at roughly $530.4 million.
• CEO John Charles Rademacher bought 12,500 shares at an average $21.18 on May 4, raising his holdings to 695,152 shares (a 1.83% increase), while company insiders own about 1.7% of the stock.
• Option Care reported Q1 EPS of $0.40 (beating estimates by $0.03) but revenue missed at $1.35B; it set FY2026 EPS guidance of $1.82–$1.92, and analysts have a consensus "Moderate Buy" with an average target of $32.08.

Vanguard Group Inc. lessened its stake in shares of Option Care Health, Inc. (NASDAQ:OPCH - Free Report) by 5.9% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 16,647,553 shares of the company's stock after selling 1,039,159 shares during the period. Vanguard Group Inc. owned 10.49% of Option Care Health worth $530,391,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. V Square Quantitative Management LLC purchased a new stake in shares of Option Care Health during the 4th quarter valued at about $25,000. Cornerstone Planning Group LLC raised its position in Option Care Health by 7,621.4% in the 3rd quarter. Cornerstone Planning Group LLC now owns 1,081 shares of the company's stock worth $30,000 after purchasing an additional 1,067 shares during the period. Advisory Services Network LLC purchased a new stake in Option Care Health in the 3rd quarter worth about $35,000. McIlrath & Eck LLC purchased a new stake in Option Care Health in the 2nd quarter worth about $37,000. Finally, Caitong International Asset Management Co. Ltd bought a new position in shares of Option Care Health during the third quarter valued at approximately $38,000. 98.05% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CEO John Charles Rademacher bought 12,500 shares of the stock in a transaction on Monday, May 4th. The stock was bought at an average cost of $21.18 per share, for a total transaction of $264,750.00. Following the completion of the purchase, the chief executive officer directly owned 695,152 shares in the company, valued at approximately $14,723,319.36. The trade was a 1.83% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 1.70% of the stock is currently owned by company insiders.

Option Care Health Price Performance

Shares of OPCH opened at $21.14 on Tuesday. The company has a market cap of $3.32 billion, a price-to-earnings ratio of 16.39, a price-to-earnings-growth ratio of 1.12 and a beta of 0.68. Option Care Health, Inc. has a twelve month low of $18.01 and a twelve month high of $36.80. The company has a quick ratio of 1.07, a current ratio of 1.64 and a debt-to-equity ratio of 0.85. The company has a 50 day moving average of $29.15 and a two-hundred day moving average of $30.74.

Option Care Health (NASDAQ:OPCH - Get Free Report) last announced its earnings results on Thursday, April 30th. The company reported $0.40 earnings per share for the quarter, beating the consensus estimate of $0.37 by $0.03. The company had revenue of $1.35 billion during the quarter, compared to the consensus estimate of $1.39 billion. Option Care Health had a net margin of 3.64% and a return on equity of 18.17%. Option Care Health's revenue was up 1.3% compared to the same quarter last year. During the same period last year, the firm earned $0.40 earnings per share. Option Care Health has set its FY 2026 guidance at 1.820-1.920 EPS. As a group, analysts predict that Option Care Health, Inc. will post 1.69 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the stock. TD Cowen dropped their price objective on shares of Option Care Health from $37.00 to $23.00 and set a "hold" rating on the stock in a research note on Friday. National Bank Financial set a $37.00 price objective on shares of Option Care Health in a research note on Tuesday, January 27th. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $26.00 price objective on shares of Option Care Health in a research note on Friday. Citizens Jmp reiterated a "market outperform" rating and set a $38.00 price objective (up from $36.00) on shares of Option Care Health in a research note on Tuesday, January 13th. Finally, Jefferies Financial Group reiterated a "buy" rating and set a $37.00 price objective on shares of Option Care Health in a research note on Tuesday, January 13th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Option Care Health currently has an average rating of "Moderate Buy" and an average price target of $32.08.

Option Care Health Profile

Option Care Health NASDAQ: OPCH is a leading provider of home and alternate site infusion services in the United States. The company specializes in the administration of injectable therapies, including antibiotics, nutrition, hydration, immunoglobulin, pain management and specialty pharmaceuticals. Through its nationwide network of infusion pharmacies and nursing professionals, Option Care Health delivers customized care plans and in-home nursing visits to patients managing complex or chronic conditions outside of a hospital setting.

Option Care Health traces its current structure to the completion of its merger with BioScrip in early 2021, combining two of the industry's most experienced home infusion businesses.

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